Tilly's
Sells branded and proprietary apparel, footwear, accessories, and action-sports hardgoods through US stores and e-commerce.
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Profile
Generates retail sales from casual apparel, footwear, accessories, and hardgoods for young customers. Its US-only network combines stores and e-commerce, carrying a mix of third-party labels and proprietary brands.
Operates a single retail segment serving young men, young women, boys, and girls with casual apparel, footwear, accessories, and hardgoods. The assortment spans branded, fashion, and core apparel styles, plus action-sports items such as skateboards, longboards, and surfing or snowboarding equipment.
Merchandise blends third-party and proprietary labels; RSQ and Full Tilt are the largest proprietary brands by sales. Physical stores and the online shop carry the general assortment, with online-only styles adding to the digital offering.
The operating footprint is concentrated in the United States, where stores range across malls, lifestyle centers, outlet centers, and street-front locations. Merchandising and distribution are managed as one consolidated business rather than separate store and digital segments.
Company facts
Key statistics
Year to date +96.2% · Average volume (30d) 109.8K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Target |
|---|---|---|---|
| Jun 8, 2026 | Roth Capital | Target | $5.50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 3, 2026Q1 FY26 | −$0.33 | −$0.26 | +21.2% | $121.3M | $124.7M | +2.8% | +18.69% |
| Mar 11, 2026Q4 FY25 | −$0.15 | $0.10 | +166.7% | $148.7M | $155.1M | +4.3% | +47.24% |
| Dec 3, 2025Q3 FY25 | −$0.30 | −$0.05 | +83.3% | $148.7M | $139.6M | −6.1% | −1.67% |
| Sep 3, 2025Q2 FY25 | −$0.04 | $0.10 | +350.0% | $136.9M | $151.3M | +10.5% | +3.45% |
Financial highlights
| 12 quarters | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $147.3M | $107.6M | $151.3M | $139.6M | $155.1M | $124.7M | |
| Gross profit | $38.3M | $21.3M | $49.1M | $42.6M | $51.5M | $36.1M | |
| Operating income | −$14.1M | −$22.7M | $2.7M | −$1.8M | $2.6M | −$8.1M | |
| Net income | −$13.7M | −$22.2M | $3.2M | −$1.4M | $2.9M | −$8.0M | |
| Diluted EPS | −$0.45 | −$0.74 | $0.10 | −$0.05 | $0.10 | −$0.26 | |
| Gross margin | 26.0% | 19.8% | 32.5% | 30.5% | 33.2% | 28.9% | |
| Operating margin | -9.6% | -21.1% | 1.8% | -1.3% | 1.7% | -6.5% |
Fiscal years (4-quarter sums)FY21 $775.7M · FY22 $672.3M · FY23 $623.1M · FY24 $569.5M · FY25 $553.6M
Revenue by product · Q1 FY26
Balance sheet, May 2, 2026Cash & short-term investments $41.1M · Total debt $175.9M · Total assets $317.1M · Shareholders' equity $77.8M
Dividends
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Dec 6, 2021 | Dec 7 | Dec 15 | $1.00 | special dividend |
Ownership
Shares outstanding 30.11M · Float 29.09M · 96.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Fund 1 Investments, LLC | 8.06M | 26.76% | 13F | May 15, 2026 |
| BML Capital Management, LLC | 2.15M | 7.14% | 13F | May 6, 2026 |
| BML Investment Partners, L.P. | 2.09M | 9.00% | 13G | Mar 19, 2026 |
| Shay Capital LLC | 1.79M | 5.93% | 13F | May 15, 2026 |
| Renaissance Technologies LLC | 1.31M | 5.66% | 13G | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 11, 2026 | Michael Joseph Cingolani | officer: Chief Merchandising Officer | −11,250 | $5.27 |
| Mar 20, 2026 | Shay Capital LLC | 10 percent owner | −20,000 | $3.70 |
| Mar 12, 2026 | Shay Capital LLC | 10 percent owner | −1,025,000 | $2.55 |
Peers
- Zumiez
Youth action-sports apparel, footwear, accessories, and hardgoods
- American Eagle Outfitters
Youth apparel and accessories across stores and digital channels
- Abercrombie & Fitch
Apparel, accessories, and personal-care retail from kids to adults
- Urban Outfitters
Fashion apparel, footwear, and accessories for young adults
- Buckle
Casual apparel, footwear, and accessories for fashion-conscious youth
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tilly's | $3.96 | −0.08% | $119.2M | — | — | 0.2 | +15.9% |
| Zumiez | $18.18 | −0.05% | $306.7M | 21.9 | 17.2 | 0.3 | +4.9% |
| American Eagle Outfitters | $16.91 | +0.30% | $2.83B | 10.4 | 9.5 | 0.5 | +9.7% |
| Abercrombie & Fitch | $148.54 | +0.09% | $6.59B | 12.7 | 12.3 | 1.2 | +4.8% |
| Urban Outfitters | $81.09 | −0.04% | $6.94B | 12.7 | 12.5 | 1.1 | +10.4% |
| Buckle | $43.43 | 0.00% | $2.24B | 10.0 | 10.6 | 1.7 | +4.6% |
| Median | 12.7 | 12.3 | 1.1 | +4.9% |